Shares of medical diagnostics company Exact Sciences (EXAS) were up as much as 11% earlier today after beating Wall Street revenue estimates.

Our Healthcare led by Tom Tobin team nailed it. Since we added Exact Sciences to the long side of Investing Ideas in March, the stock is up more than 90%. (Investing Ideas is our list of long-term stock ideas hand-selected by Hedgeye CEO Keith McCullough from among our 40-plus research analyst’s best ideas.)

The video above features our Exact Sciences post-earnings analysis along with the key takeaway for investors.

***Spoiler alert: We’re sticking with our long call.